Valbridge
News 2017

NAEPC Advanced Estate Planning Conference

Valbridge Property Advisors attended the 54th annual NAEPC Advanced Estate Planning Strategies Conference in New Orleans, Louisiana in mid-November. VPA was proud to participate as an exhibitor at the conference to help promote estate planning collaboration and education.

The three-day estate planning conference included one full day of pre-conference sessions for council leadership including board members, officers, and staff of all NAEPC’s affiliated local councils. The development session focused around the topic of communication across generations and the impact of family philanthropy.

The remaining two days of the conference held sessions on the multiple different aspects of estate planning including life insurance and product selection, modern use of partnerships, marketing decisions in estate planning scenarios, advanced planning applications, minimizing family conflicts in estate planning, current developments and hot topics, asset protections, and more.

Hosting the exhibit booth were Rick Armalvage, CEO, Valbridge Property Advisors, and Gerald A. Teel, Senior Managing Director, Valbridge Property Advisors | Houston. While at the event, VPA held a daily drawing for gift cards. The winners were Joanna Averett, Professional Fiduciary, Redlands CA, and Julie Buschman, CAP, AEP, Senior Vice President, Northern Trust, Dallas Texas. Valbridge would like to thank everyone who stopped by the booth to visit and be a part of our conversation.

VPA offers Estate Planning Council/members, or any other clients that need valuations for real estate, partial interest valuations, business valuations, or entity valuations, consistent coverage throughout the continental United States. VPA believes that it starts with a single point of contact to manage the process, and continues through the consistency of valuation reporting. VPA emphasis on the importance of one point of contact, a single brand, a consistent template, and national scale.

VPA believes that current valuations for estate planning are important for future plans, including sales, gifts to heirs, and planning for estate taxes. Valuations are also important for real estate and business because they typically represent the most valuable assets in an estate. Valuing these assets is essential in developing a solid tax plan strategy. Updating valuations periodically ensures the plan chosen is still working. Increases in value over time may necessitate adjustments, as estate planning is a continuing process. Using a qualified appraiser for these valuations ensures methodologies adhere to Internal Revenue Rulings and Procedures.

VPA appreciates the opportunity to participate in NAPEC and showcase our expertise in valuation for estate planning across the United States.